The trend in emerging markets in general and India in particular has been on the up and more long-term flows are expected to come in over the next few years, says Nandita Parker of Karma Capital.
02 Sep 2016, 11.04 am | Source: CNBC-TV18
The house estimates the non-farm payroll number to come in around 160,000, which would increase the possibility of a rate hike, said Chidu Narayanan, Economist-Asia, Standard Chartered.
02 Sep 2016, 9.08 am | Source: CNBC-TV18
It may be a good strategy to hold on to stocks of cyclicals and growth companies, and keep portfolio turnover low, Desai says.
02 Sep 2016, 8.23 am | Source: CNBC-TV18
Global financial services major Citigroup has maintained year-end Sensex target at 28,800 amid expected rise in interest rates by the US Fed post its chair Janet Yellen saying the case for rate hike was strengthening.
31 Aug 2016, 6.30 pm | Source: PTI
For India, every time the premium rises to above 50 percent, it has tended to underperform & year-to-date, she says. MSCI India has underperformed by 5.8 percent.
31 Aug 2016, 11.20 am | Source: CNBC-TV18
The house is long emerging market equities as against developed markets, said Laurence Balanco of CLSA.
30 Aug 2016, 11.26 am | Source: CNBC-TV18
Potential stock beneficiaries include Bajaj Finserv, GSK Consumer, Hero Motocorp, LIC Housing Finance, Titan Company and Whirlpool India, Abhay Laijawala of Deutsche Bank feels.
30 Aug 2016, 7.38 am | Source: CNBC-TV18
In an interview with CNBC-TV18, Ian Hui says that the payroll number due this Friday will be closely monitored, and should the Fed hike rates unexpectedly, it would strengthen the US dollar, and be bad news for the market.
29 Aug 2016, 12.11 pm | Source: CNBC-TV18
India’s first quarter gross domestic product, to be released on Tuesday, is expected to come at 7.8 percent, Andrew Tilton of Goldman Sachs says adding that positive impact of monsoon is underrated.
29 Aug 2016, 10.01 am | Source: CNBC-TV18
Global market experts believe although there are definite chances of a rate hike before 2016 ends, it would not rattle the emerging market space. However, short-term there could be some hurdle for the emerging markets (EMs).
29 Aug 2016, 8.52 am | Source: CNBC-TV18
With MSCI Asia ex-Japan up 25 percent from the lows in January, Sakthi Siva of Credit Suisse suggests buying the dips rather than chasing the rallies.
26 Aug 2016, 7.20 am | Source: CNBC-TV18
Suresh Mahadevan, Managing Director - Head of Asian Telecom and Media research at UBS AG, told CNBC-TV18 that the brokerage is bullish on the telecom space owing to the huge data growth opportunity it presents to telcos.
24 Aug 2016, 9.45 am | Source: CNBC-TV18
Ridham Desai of Morgan Stanley likes discretionary, private banks and industrials over staples and healthcare. In Focus List, he is replacing Coffee Day Enterprises with LIC Housing Finance.
24 Aug 2016, 7.29 am | Source: CNBC-TV18
Neelkanth Mishra of Credit Suisse remains positive on LIC Housing Finance, HDFC and Indiabulls Housing Finance. Top sells are Dr Reddy's Labs, HCL Technologies and Hindustan Unilever, says Anish Damania of IDFC.
23 Aug 2016, 7.42 am | Source: CNBC-TV18
Speaking to CNBC-TV18, Sunil Garg of JP Morgan Securities says the best among EMs currently is relatively cheap China, which is reversing its downward trend. Relatively, India has been underperforming the other EMs.
18 Aug 2016, 10.57 am | Source: CNBC-TV18
Surendra Goyal of Citi says financials (mainly public-sector banks) continue to be a drag on overall growth, adding ex-financials profit growth at around 14 percent YoY was decent.
18 Aug 2016, 7.35 am | Source: CNBC-TV18
With China's Producer Price Index lessening and the deflation going away, earnings in the country are expected to rise, he says.
17 Aug 2016, 11.15 am | Source: CNBC-TV18
Herald Van Der Linde of HSBC continues to be overweight on Indian equities as monetary transmission mechanism is underway and passage of GST bill is a big step towards improving tax efficiency in India.
17 Aug 2016, 7.26 am | Source: CNBC-TV18
Tirthankar Patnaik of Mizuho Bank notes the monsoon’s progress and consequent improvement in Kharif sowing this year raises confidence of food inflation easing off in the coming months.
16 Aug 2016, 12.09 pm | Source: CNBC-TV18
India has performed in-line with emerging markets this year, he says, adding earnings recovery remains the key. He remains constructive.
10 Aug 2016, 7.50 am | Source: CNBC-TV18
While the markets continue to rally higher, UBS's Gautam Chhaochharia believes that risk reward is still not attractive here.
09 Aug 2016, 10.00 am | Source: CNBC-TV18
Moe says he sees draw-down risk if fundamentals do not improve, adding India remains the largest overweight in the region but funds have pared down their overweight allocations to reasonable levels.
09 Aug 2016, 7.47 am | Source: CNBC-TV18
The Fed will hike not because it is concerned about inflationary pressures but more because it wants to signal that there is sufficient strength in the US economy to warrant a hike, said Nick Parsons of National Australia Bank.
08 Aug 2016, 2.45 pm | Source: CNBC-TV18
Although the US economy is not booming, it is on a growth path and is likely to pave way for rate hikes from Federal Reserve but only by Q12017, said Tim Condon, Head of Research-Asia, ING Bank.
08 Aug 2016, 8.47 am | Source: CNBC-TV18
Geoff Lewis, Global Strategist-capital markets, Manulife Asset Management said he is comfortable with what the central banks world over are doing.
05 Aug 2016, 8.00 am | Source: CNBC-TV18
Laurence Balanco of CLSA says the Nifty continues to hesitate at resistance provided by the upper boundary of the newly formed uptrend channel which coincides with the July/October 2015 highs.
05 Aug 2016, 7.58 am | Source: CNBC-TV18
The world's central banks, which have maintained an unprecedented ultra-loose monetary policy stance, are likely to up the ante even further, according to noted analyst Marc Faber.
04 Aug 2016, 4.30 pm | Source: CNBC-TV18
Speaking to CNBC-TV18 Jahangir Aziz of JPMorgan said that there should be a decline in the prices of manufacturing goods from GST rollout.
04 Aug 2016, 11.34 am | Source: CNBC-TV18
GST will largely affect the broad market in general and not specific companies. Hence, it will not change the firm's stock selection, says Hugh Young, Managing Director, Aberdeen Asset Management Asia.
04 Aug 2016, 10.42 am | Source: CNBC-TV18
Sanjay Mookim of Bank of America Merrill Lynch says he thinks implementation challenges will now gain prominence and Q4FY17 can be particularly volatile.
04 Aug 2016, 8.04 am | Source: CNBC-TV18